Disappointing
Clean UI. Only allowed 10 positions in the free version. Can’t see historical dividend info. Calendar only displayed current month.
Importing Transactions
The app looks amazing! But a big downer is no option to import a CSV of transactions from my brokerage. I have a lot of positions, and transcribing these transactions would be quite a task. I also can’t seem to edit the transaction dates to enter an accurate history
Response from developer
Thank you for your honest feedback—we truly appreciate it. We're pleased to let you know that the latest version now supports CSV imports, allowing you to easily sync and create portfolios. We hope you'll consider giving us another try!







